ETA for card transcations

[Vegard]

Hi,

Why does it take so long for card transactions to appear in Concur? I'm out the door Monday morning  and not home until Friday evening each week, and I do not want to spend my weekend and time off doing expense reports. And also; how do I delete a card transaction in Concur? The alternative is to just mark it as "Cash" and submit the receipt as this is more than sufficient as documentation to get the expense report approved. I do not want to spend time creating a mock travel expense report just to get rid of a card transaction that has already been submitted as "Cash", it takes up time I rather spend on something productive, and therefore it would be much easier to just delete transactions coming in a week after the trip was concluded and I'm in the middle of a new trip busy dealing with challenges at a new customer/site.

Best regards,

Vegard

[samasuraj]

Hi @Vegard 

Topic: ETA for card transactions

Please see the below. Hope this helps. 
——-

Corporate Card Transactions takes few business days to appear in SAP Concur because they pass through

multiple Processing Stages:

1. Merchant Settlement: The merchant must finalize the transaction.
2. Bank Processing: The card issuer posts the transaction to the account.
3. Card Feed Transmission: The bank sends transaction data to SAP Concur according to its configured schedule.
4. Concur Import Processing: Concur processes the incoming data and associates transactions with employee card accounts.
5. Weekends/Holidays: Non-business days may extend processing times.

ETA: Approximately 2–5 business days, although actual timing depends on the Card Issuer, Settlement Process and Integration Schedule.

Regarding deleting Card Transactions in Concur:

1. Do not delete the legitimate Corporate Card transactions by submitting them as Cash.
2. Ask your Concur Administrator about an approved process for handling late-arriving card transactions without creating unnecessary expense reports.
3. In SAP Concur Expense, employees generally cannot delete imported corporate card transactions, as these must be retained for reconciliation and audit purposes.

Thanks & Regards

—

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant

[KevinD]

@Vegard I am going to be frank here...what you are doing by submitting them as cash is causing more work for yourself and those that approve and work with reimbursements. I don't think your company is asking you to work on weekends or time off. If you are traveling for work, you likely have downtime sitting at the airport...why not use this time to do expenses? 

You cannot delete card transactions for a reason. This means your company requires you to submit them through Concur Expense. The will take a few days to appear, but once they come in, add them to your report. Or better yet, turn on Expense Assistant and have the system automatically add them to reports for you. This will cut down on mistakes, miscategorizing company card transactions as cash and incorrect reimbursement amounts. I would highly recommend you turn this on to help make your expense reporting more efficient and less of a hassle for you. 

Your company is likely paying the company card bill and by you submitting expenses as Cash, you are throwing off the reconciliation numbers. 

To turn on Expense Assistant, sign in to SAP Concur on the web. In the upper right, click your initials. Select Settings. When the Settings page opens, look for Expense Settings. Under this heading look for Expense Preferences. On the Expense Preferences screen the last options should be to turn on Expense Assistant. There will be a drop down where you can choose By Trip or By Month. I would suggest by month, but you its up to you what would work better for you. By Trip would cause you to have multiple reports per month, by Month would be just one report each month.